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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider: • Assess progress on your financial goals and determine if adjustments are needed. • Ensure your minimum required amount of RMDs are withdrawn from retirement accounts. • Make additional charitable contributions by year-end to potentially reduce tax liabilities. • Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities. See thrivent.com/social for important disclosures.

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Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider: • Assess progress on your financial goals and determine if adjustments are needed. • Ensure your minimum required amount of RMDs are withdrawn from retirement accounts. • Make additional charitable contributions by year-end to potentially reduce tax liabilities. • Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities. See thrivent.com/social for important disclosures.

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Proud to hear Thrivent has been named to Fast Company’s 2024 Brands That Matter list, which recognizes companies making an impact on business and culture. Learn more about this recognition here: https://bit.ly/3Vx2loB #FCBrandAwards

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Proud to hear Thrivent has been named to Fast Company’s 2024 Brands That Matter list, which recognizes companies making an impact on business and culture. Learn more about this recognition here: https://bit.ly/3Vx2loB #FCBrandAwards

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Friendly reminder: Check your credit reports at least once a year to detect errors and suspicious activity.

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Friendly reminder: Check your credit reports at least once a year to detect errors and suspicious activity.

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2025 Market Outlook: Stay invested, but expect volatility

Thrivent Asset Management leadership share thoughts on how the economy will perform under a new administration in this 2025 Market Outlook. ⬇️

There are good reasons to believe robust economic growth will continue into 2025.

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December 2024 Market Update: Stocks keep rolling

Learn how markets evaluated the presidential election results in Thrivent Asset Management’s December 2024 Market Update.

The economy stayed strong in November despite uncertainty around the U.S. election.

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Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

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Avoid adding more stress to the holiday season by making sure you’re not a target of phishing scams. Hackers tend to be most active during the distracting weeks leading up to Christmas. Here are some tips to stay vigilant: https://bit.ly/4eZ2EQ7

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Avoid adding more stress to the holiday season by making sure you’re not a target of phishing scams. Hackers tend to be most active during the distracting weeks leading up to Christmas. Here are some tips to stay vigilant: https://bit.ly/4eZ2EQ7

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Take a look at the contributions you’ve made to your retirement savings and HSA accounts this year. If you determine there’s room for you to maximize your contributions, take advantage of the opportunity.

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Take a look at the contributions you’ve made to your retirement savings and HSA accounts this year. If you determine there’s room for you to maximize your contributions, take advantage of the opportunity.

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December is Identity Theft & Protection Awareness Month. Take steps today to protect yourself: ✔️ Adjust your privacy settings ✔️ Update all older passwords ✔️ Use secure WiFi connections ✔️ Monitor all transactions

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December is Identity Theft & Protection Awareness Month. Take steps today to protect yourself: ✔️ Adjust your privacy settings ✔️ Update all older passwords ✔️ Use secure WiFi connections ✔️ Monitor all transactions

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Myth: Life insurance is only for married couples. Fact: Life insurance can help strengthen everyone’s overall financial picture. Here are reasons why singles should also consider life insurance: https://bit.ly/3zejLi9

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Myth: Life insurance is only for married couples. Fact: Life insurance can help strengthen everyone’s overall financial picture. Here are reasons why singles should also consider life insurance: https://bit.ly/3zejLi9

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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